|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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|
Pnc Financial Services Group, Inc.
|
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|
Dorsey & Whitney Trust CO LLC
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
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|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
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Hughes Financial Services, LLC
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AdvisorNet Financial, Inc
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Kempner Capital Management Inc.
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Profunds - Profund Vp Large-cap Value
|
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Fortis Group Advisors, LLC
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Aptus Capital Advisors, LLC
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|
Public Employees Retirement System Of Ohio
|
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Mercer Global Advisors Inc /adv
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Alliancebernstein L.p.
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Mosaic Financial Group, Llc
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Vaughan David Investments Inc/il
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FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
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Alpine Bank Wealth Management
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
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American National Bank
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
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Sona Asset Management (us) Llc
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Clarkston Capital Partners, LLC
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Advance Capital Management, Inc.
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Allspring Global Investments Holdings, LLC
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
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Police & Firemen's Retirement System of New Jersey
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TUG - Listed Funds Trust - STF Tactical Growth ETF
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Harbour Investments, Inc.
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Nuveen Core Equity Alpha Fund
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MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
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|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
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Iridian Asset Management Llc/ct
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Allianz Asset Management GmbH
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Two Sigma Advisers, Lp
|
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Cohen Klingenstein LLC
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
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Woodline Partners LP
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EBI - RBB Fund Trust - Longview Advantage ETF
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Axxcess Wealth Management, Llc
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Natixis Advisors, L.p.
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Signal Advisors Wealth, LLC
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SCS Capital Management LLC
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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Vision Financial Markets Llc
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KBC Group NV
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Ostrum Asset Management
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VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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Strategic Investment Solutions, Inc. /IL
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Nvwm, Llc
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Archer Investment Corp
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Financial Network Wealth Advisors LLC
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Kodai Capital Management LP
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Kayne Anderson Rudnick Investment Management Llc
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
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GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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Hancock Whitney Corp
|
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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Hauser Family AG
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HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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Dendur Capital Lp
|
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Moisand Fitzgerald Tamayo, LLC
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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Mv Capital Management, Inc.
|
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AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
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|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
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Lazard Asset Management Llc
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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|
ESL Trust Services, LLC
|
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|
Maia Wealth LLC
|
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|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
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|
|
Sienna Gestion
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
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|
Quotient Wealth Partners, LLC
|
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|
Hantz Financial Services, Inc.
|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
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|
Cedar Mountain Advisors, LLC
|
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|
R Squared Ltd
|
|
|
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|
Rossby Financial, LCC
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
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|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
Diametric Capital, LP
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Crossingbridge Advisors, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Slate Path Capital LP
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cash Flow High Income ETF
|
|
|
|
|
|
CVAR - ETF Opportunities Trust - Cultivar ETF
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
LTL - PROSHARES TRUST - ProShares Ultra Telecommunications
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Collar Capital Management, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
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Smallwood Wealth Investment Management, LLC
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Riverview Trust Co
|
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Aire Advisors, Llc
|
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Atlantic Union Bankshares Corp
|
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Squarepoint Ops LLC
|
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RSPC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 (R) Equal Weight Communication Services ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Independent Franchise Partners LLP
|
|
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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Natixis
|
|
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|
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TOWER TRUST & INVESTMENT Co
|
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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Capital Advisors, Ltd. LLC
|
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IFM Investors Pty Ltd
|
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WFA of San Diego, LLC
|
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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Hazlett, Burt & Watson, Inc.
|
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Brinker Capital Investments, LLC
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IMA Wealth, Inc.
|
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Clear Investment Research, Llc
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QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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First Horizon Advisors, Inc.
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Morse Asset Management, Inc
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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Mesirow Financial Investment Management, Inc.
|
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Cetera Investment Advisers
|
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DHJJ Financial Advisors, Ltd.
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Financial Management Professionals, Inc.
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Wealthfront Advisers Llc
|
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Personal Cfo Solutions, Llc
|
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Acap Strategic Fund
|
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Briaud Financial Planning, Inc
|
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Compagnie Lombard Odier SCmA
|
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Ing Groep Nv
|
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Avestar Capital, LLC
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
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|
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
|
|
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|
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DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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Rokos Capital Management LLP
|
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|
Oppenheimer & Co Inc
|
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Altfest L J & Co Inc
|
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Raiffeisen Bank International AG
|
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Gables Capital Management Inc.
|
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CVA Family Office, LLC
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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Goldentree Asset Management Lp
|
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Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
|
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Y-Intercept (Hong Kong) Ltd
|
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Norinchukin Bank, The
|
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Rakuten Securities, Inc.
|
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VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
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|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
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|
Lombard Odier Asset Management (Switzerland) SA
|
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Factory Mutual Insurance Co
|
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Mizuho Securities Usa Llc
|
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|
Centennial Bank/AR/
|
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Crewe Advisors LLC
|
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Accordant Advisory Group Inc
|
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MOGLX - Gabelli Innovations Trust - Gabelli Media Mogul Fund
|
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|
Bleakley Financial Group, LLC
|
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|
Huntington National Bank
|
|
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Wealthspire Advisors, LLC
|
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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|
Fieldview Capital Management, LLC
|
|
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QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
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|
Principal Securities, Inc.
|
|
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
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|
Wellington Shields Capital Management, LLC
|
|
|
|
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|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
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|
Ball & Co Wealth Management Inc.
|
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|
Armstrong, Fleming & Moore, Inc
|
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|
Traub Capital Management LLC
|
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|
Virginia Retirement Systems Et Al
|
|
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|
Voleon Capital Management Lp
|
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|
EP Wealth Advisors, Inc.
|
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|
Crossmark Global Holdings, Inc.
|
|
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|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
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|
Institutional Investment Strategy Fund
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
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|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
CM Management, LLC
|
|
|
|
|
|
Alexander Randolph Advisory Inc
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
CILGX - ALPS Series Trust - Clarkston Fund Institutional Class
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
Crawford Fund Management, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A)
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Hussman Strategic Advisors, Inc.
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
|
|
|
|
|
FCOM - FIDELITY COVINGTON TRUST - Fidelity MSCI Communication Services Index ETF
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
CIMDX - ALPS Series Trust - Clarkston Founders Fund Institutional Class
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF
|
|
|
|
|
|
Concorde Financial Corp
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Credit Capital Investments LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
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|
California State Teachers Retirement System
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
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|
Fairman Group, LLC
|
|
|
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|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
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|
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|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
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|
NINE MASTS CAPITAL Ltd
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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Pictet Asset Management Holding SA
|
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Public Sector Pension Investment Board
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Patton Fund Management, Inc.
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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|
Swiss National Bank
|
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|
Bellevue Asset Management, Llc
|
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Baxter Bros Inc
|
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Arnhold LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
Spire Wealth Management
|
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APG Asset Management N.V.
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Poehling Capital Management, LLC
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
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|
Avanza Fonder AB
|
|
|
|
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|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
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Qrg Capital Management, Inc.
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VSTIX - VALIC Co I - Stock Index Fund
|
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Columbia Asset Management
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
Bank Of Nova Scotia
|
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Hilltop National Bank
|
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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|
Hollencrest Capital Management
|
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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|
National Asset Management, Inc.
|
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Oregon Public Employees Retirement Fund
|
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TFC Financial Management
|
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|
Korea Investment CORP
|
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Pineridge Advisors LLC
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
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|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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|
Cove Street Capital, LLC
|
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West Financial Advisors, LLC
|
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Polianta Ltd
|
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|
Bruni J V & Co /co
|
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Merit Financial Group, LLC
|
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|
|
State of Tennessee, Treasury Department
|
|
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|
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|
Royal Bank Of Canada
|
|
|
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|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
Keybank National Association/oh
|
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|
Morgan Stanley
|
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|
AllSquare Wealth Management LLC
|
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Centerpoint Advisors, LLC
|
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Pensionmark Financial Group, Llc
|
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
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|
Glen Eagle Advisors, LLC
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
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|
Contravisory Investment Management, Inc.
|
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NorthCrest Asset Manangement, LLC
|
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Centaurus Financial, Inc.
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
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|
|
State of Alaska, Department of Revenue
|
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|
|
|
|
Qube Research & Technologies Ltd
|
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|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
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|
|
Wiley Bros.-aintree Capital, Llc
|
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|
Prospera Financial Services Inc
|
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|
Golden State Equity Partners
|
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Diameter Capital Partners LP
|
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Shelton Capital Management
|
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|
Caitong International Asset Management Co., Ltd
|
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|
Bnp Paribas Arbitrage, Sa
|
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|
Geode Capital Management, Llc
|
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CIBC Asset Management Inc
|
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|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
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|
|
Integrated Wealth Concepts LLC
|
|
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|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Harbor Island Capital LLC
|
|
|
|
|
|
Act Wealth Management, Llc
|
|
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|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
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|
|
Quest Partners LLC
|
|
|
|
|
|
Sora Investors Llc
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Gabelli Global Small & Mid Cap Value Trust
|
|
|
|
|
|
Gabelli Multimedia Trust Inc.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Wealth Watch Advisors, INC
|
|
|
|
|
|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Prosperitas Financial LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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|
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|
Duquesne Family Office LLC
|
|
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|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
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|
Gotham Asset Management, LLC
|
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|
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|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
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|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
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|
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|
Qsemble Capital Management, LP
|
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|
Salomon & Ludwin, LLC
|
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Field & Main Bank
|
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|
CGC Financial Services, LLC
|
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|
Game Plan Financial Advisors, LLC
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|
AE Wealth Management LLC
|
|
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|
Advisory Services Network, LLC
|
|
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|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
First Hawaiian Bank
|
|
|
|
|
|
WCPIX - Profunds - Communication Services Ultrasector Profund Investor Class
|
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|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
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|
Regatta Capital Group, Llc
|
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|
Cranbrook Wealth Management, LLC
|
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|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
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|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
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|
Vise Technologies, Inc.
|
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IFS Advisors, LLC
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
State Street Corp
|
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|
Advisory Alpha, LLC
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Chiron Capital Management, Llc
|
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WestEnd Advisors, LLC
|
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|
Summit Street Capital Management, LLC
|
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|
PharVision Advisers, LLC
|
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|
Private Advisor Group, LLC
|
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|
Candriam Luxembourg S.C.A.
|
|
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|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
Eq Wealth Advisors, Llc
|
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|
|
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Norges Bank
|
|
|
|
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|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
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|
Toronto Dominion Bank
|
|
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|
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|
Legacy Wealth Managment, LLC/ID
|
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|
Mane Global Capital Management Lp
|
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CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
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|
Cullen Investment Group, Ltd.
|
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|
Daymark Wealth Partners, Llc
|
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|
GeoWealth Management, LLC
|
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|
Victory Capital Management Inc
|
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|
Chemistry Wealth Management LLC
|
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|
Mn Services Vermogensbeheer B.V.
|
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|
Creative Financial Designs Inc /adv
|
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|
XTX Topco Ltd
|
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|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
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|
Sachetta, LLC
|
|
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|
SJS Investment Consulting Inc.
|
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|
Equitable Trust Co
|
|
|
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
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|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
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|
|
We Are One Seven, LLC
|
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|
Man Group plc
|
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|
Highline Wealth Partners Llc
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
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|
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|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
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|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Jericho Capital Asset Management L.P.
|
|
|
|
|
|
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
HCMAX - ALPS Series Trust - Hillman Value Fund
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Global Endowment Management, LP
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Sessa Capital IM, L.P.
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Terril Brothers, Inc.
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
|
|
|
XLC - SELECT SECTOR SPDR TRUST - The Communication Services Select Sector SPDR Fund
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Contrarius Group Holdings Ltd
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Long Focus Capital Management, Llc
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES
|
|
|
|
|
|
One Fin Capital Management LP
|
|
|
|
|
|
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Hi-Line Capital Management, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Whitebox Advisors Llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Invenomic Capital Management LP
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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Zions Bancorporation, National Association /ut/
|
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TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
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Grove Bank & Trust
|
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|
|
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|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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Toth Financial Advisory Corp
|
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Graypoint LLC
|
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Umb Bank N A/mo
|
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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Evermay Wealth Management Llc
|
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Shufro Rose & Co Llc
|
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Nomura Holdings Inc
|
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Capital A Wealth Management, LLC
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BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I
|
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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Siemens Fonds Invest GmbH
|
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PFS Partners, LLC
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
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Snowden Capital Advisors LLC
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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Alpha Family Trust
|
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Credit Agricole S A
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Treasurer of the State of North Carolina
|
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Capco Asset Management, LLC
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
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Panagora Asset Management Inc
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Chevy Chase Trust Holdings, Inc.
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Boreal Capital Management LLC
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Parallax Volatility Advisers, L.P.
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Citadel Investment Advisory, Inc.
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Thrivent Financial For Lutherans
|
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Mariner, LLC
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Handelsbanken Fonder AB
|
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Blue Capital, Inc.
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Susquehanna International Group, Llp
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QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
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Texas Yale Capital Corp.
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Ingalls & Snyder Llc
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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Oppenheimer Asset Management Inc.
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DT Investment Partners, LLC
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Mml Investors Services, Llc
|
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Wolverine Trading, Llc
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Satovsky Asset Management Llc
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Horizon Investments, LLC
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DnB Asset Management AS
|
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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SummitTX Capital, L.P.
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Stratos Wealth Partners, LTD.
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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Advantage Advisers Xanthus Fund, L.l.c.
|
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Rakuten Investment Management, Inc.
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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Aqr Capital Management Llc
|
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William B. Walkup & Associates, Inc.
|
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Financial Gravity Companies, Inc.
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Accent Capital Management, LLC
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Tower Research Capital LLC (TRC)
|
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Walleye Capital LLC
|
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Greenleaf Trust
|
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DiNuzzo Private Wealth, Inc.
|
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NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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Perennial Advisors, LLC
|
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Td Asset Management Inc
|
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VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF
|
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|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
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|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Cullen Capital Management, LLC
|
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Investment Management Corp /va/ /adv
|
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Eisler Capital Management Ltd.
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
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|
Private Management Group Inc
|
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|
Holos Integrated Wealth LLC
|
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Apollon Wealth Management, LLC
|
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|
Bank & Trust Co
|
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Nisa Investment Advisors, Llc
|
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Newport Trust Co
|
|
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|
Oliver Lagore Vanvalin Investment Group
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
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|
180 Wealth Advisors, Llc
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
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|
|
Bessemer Group Inc
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
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|
Boyd Watterson Asset Management Llc/oh
|
|
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|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
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|
|
|
Midwest Trust Co
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
QVT Financial LP
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Guggenheim Active Allocation Fund
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
IFPUX - Advisers Investment Trust - Independent Franchise Partners US Equity Fund
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Eminence Capital, Lp
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Maverick Capital Ltd
|
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
Glass Jacobson Investment Advisors llc
|
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BI Asset Management Fondsmaeglerselskab A/S
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|
JNBA Financial Advisors
|
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|
Optas, LLC
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Boothbay Fund Management, Llc
|
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Exchange Traded Concepts, Llc
|
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|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
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|
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|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
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|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
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|
|
Activest Wealth Management
|
|
|
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|
|
Heritage Investors Management Corp
|
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|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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Brown, Lisle/cummings, Inc.
|
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|
Ethic Inc.
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
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|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
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|
Curio Wealth, Llc
|
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|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
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|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
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|
|
Marex Group plc
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
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|
L2 Asset Management, LLC
|
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|
Corrado Advisors, Llc
|
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Forsta Ap-fonden
|
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First Community Trust Na
|
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NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
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|
Savant Capital, LLC
|
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|
Sowell Financial Services LLC
|
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JustInvest LLC
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
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|
Sei Investments Co
|
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|
Stone House Investment Management, LLC
|
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Gateway Investment Advisers Llc
|
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QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
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|
Morningstar Investment Services LLC
|
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|
Claro Advisors LLC
|
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|
Mathes Company, Inc.
|
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|
Whittier Trust Co Of Nevada Inc
|
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Creative Planning
|
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|
Teacher Retirement System Of Texas
|
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Federation des caisses Desjardins du Quebec
|
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Fisher Funds Management LTD
|
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BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
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|
RMG Wealth Management LLC
|
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Colonial Trust Co / SC
|
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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|
Motco
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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|
Frazier Financial Advisors, LLC
|
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ProVise Management Group, LLC
|
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IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
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|
Perennial Investment Advisors, LLC
|
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Tranquilli Financial Advisor LLC
|
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Pinnacle Associates Ltd
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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AMG National Trust Bank
|
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Murphy & Mullick Capital Management Corp
|
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E. Ohman J:or Asset Management AB
|
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Mraz, Amerine & Associates, Inc.
|
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
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|
GHP Investment Advisors, Inc.
|
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
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|
Bay Harbor Wealth Management, LLC
|
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|
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares
|
|
|
|
|
|
Bank Of America Corp /de/
|
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|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
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|
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
|
|
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|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
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|
SRS Capital Advisors, Inc.
|
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|
Investment Management Corp of Ontario
|
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|
CSM Advisors, LLC
|
|
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|
Motley Fool Asset Management LLC
|
|
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|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Tremblant Capital Group
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
American Financial Group Inc
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Beryl Capital Management LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
TOGA - Managed Portfolio Series - Tremblant Global ETF
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Apollo Management Holdings, L.P.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
Diversified Investment Strategies, LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
EdgePoint Investment Group Inc.
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I
|
|
|
|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund
|
|
|
|
|
|
Senator Investment Group LP
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
New Capital Management LP
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
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|
Centricity Wealth Management, LLC
|
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Retirement Systems of Alabama
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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Hemington Wealth Management
|
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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Gagnon Securities Llc
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Sound Shore Management Inc /ct/
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Financially Speaking Inc
|
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BNGE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S-Network Streaming & Gaming ETF
|
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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|
Rhumbline Advisers
|
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VestGen Advisors, LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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Asset Planning,Inc
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Huntleigh Advisors, Inc.
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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Muzinich & Co., Inc.
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Farther Finance Advisors, LLC
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
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Nbc Securities, Inc.
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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Garde Capital, Inc.
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
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Northwestern Mutual Investment Management Company, Llc
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Dynamic Wealth Strategies, LLC
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Illinois Municipal Retirement Fund
|
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Nepsis, Inc.
|
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Sagespring Wealth Partners, Llc
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
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Massachusetts Financial Services Co /ma/
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HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
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Aigen Investment Management, Lp
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Hbk Investments L P
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Whittier Trust Co
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JTC Employer Solutions Trusteee Ltd
|
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Rsm Us Wealth Management Llc
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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Kimelman & Baird, LLC
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Kings Path Partners LLC
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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Albert D Mason Inc
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HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I
|
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DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
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USS Investment Management Ltd
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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Fort Sheridan Advisors Llc
|
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DRW Securities, LLC
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Deseret Mutual Benefit Administrators
|
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RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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Congress Wealth Management LLC / DE /
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Banque Cantonale Vaudoise
|
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Maryland Capital Advisors Inc.
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Syon Capital Llc
|
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Arlington Trust Co LLC
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VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
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QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
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|
BNP Paribas Asset Management Holding S.A.
|
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RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
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Sequoia Financial Advisors, LLC
|
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Piscataqua Savings Bank
|
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Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
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United Community Bank
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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Amalgamated Bank
|
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Foster Dykema Cabot & Partners, Llc
|
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Skopos Labs, Inc.
|
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Bristlecone Advisors, LLC
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
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|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
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|
Ensign Peak Advisors, Inc
|
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FFNLX - VARIABLE INSURANCE PRODUCTS FUND IV - Communication Services Portfolio Initial Class
|
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Westpac Banking Corp
|
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Clifford Capital Partners Llc
|
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Mediatel Partners
|
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|
North Growth Management Ltd.
|
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Hartland & Co., LLC
|
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|
Fielder Capital Group LLC
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
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|
|
Private Wealth Asset Management, LLC
|
|
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|
|
Waldron Private Wealth LLC
|
|
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|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
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|
|
Cromwell Holdings LLC
|
|
|
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|
|
Rise Advisors, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Telecommunications
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
Towerview Llc
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Guardian Wealth Management, Inc.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Westport Asset Management Inc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
TSP Capital Management Group, LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Hall Kathryn A.
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
VTCAX - VANGUARD WORLD FUND - Vanguard Communication Services Index Fund Admiral Shares
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
Fore Capital, LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
BBR ALO Fund, LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Hillman Capital Management, Inc.
|
|
|
|
|
|
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Communication Services Sector Fund (I)
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Standard Life Aberdeen plc
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Custom Index Systems, Llc
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STRV - EA Series Trust - Strive 500 ETF
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VBCVX - VALIC Co I - Systematic Value Fund
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Moors & Cabot, Inc.
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NewSquare Capital LLC
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Raymond James Financial Inc
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
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Hgk Asset Management Inc
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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Avantax Advisory Services, Inc.
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
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Colony Group, LLC
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QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
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SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
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VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
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Salem Investment Counselors Inc
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
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SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
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City State Bank
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
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IMG Wealth Management, Inc.
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Hm Payson & Co
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
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Harbor Investment Advisory, Llc
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Pinnacle Financial Partners Inc
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Schroder Investment Management Group
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
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West Tower Group, LLC
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Capital Investment Advisors, LLC
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Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A
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THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Hickory Point Bank & Trust
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AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
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SG Americas Securities, LLC
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TruNorth Capital Management, LLC
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
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Papamarkou Wellner Asset Management inc.
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
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Prime Capital Investment Advisors, LLC
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Gabelli Equity Trust Inc
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Jfs Wealth Advisors, Llc
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Eastern Bank
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RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
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Plato Investment Management Ltd
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FSA Wealth Management LLC
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BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
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Simon Quick Advisors, Llc
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Edgestream Partners, L.P.
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Glenmede Investment Management, LP
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
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VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
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Axa S.a.
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LGT Financial Advisors LLC
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PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
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Wittenberg Investment Management, Inc.
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YACKX - AMG FUNDS - AMG Yacktman Fund Class I
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PEJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Leisure and Entertainment ETF
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WPG Advisers, LLC
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Fisher Asset Management, LLC
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FBMPX - FIDELITY SELECT PORTFOLIOS - Communication Services Portfolio
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Ronald Blue Trust, Inc.
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Capstone Investment Advisors, Llc
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Metis Global Partners, LLC
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Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
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Miracle Mile Advisors, LLC
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
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Dai-Ichi Life Insurance Company, Ltd
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Coronation Fund Managers Ltd.
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IXP - iSHARES TRUST - iShares Global Comm Services ETF
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
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Onefund, Llc
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Nordea Investment Management Ab
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Kilter Group LLC
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
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Cibc World Markets Corp
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
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Evelyn Partners Investment Management Services Ltd
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Klp Kapitalforvaltning As
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Assetmark, Inc
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MidWestOne Financial Group, Inc.
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City Holding Co
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
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Eubel Brady & Suttman Asset Management Inc
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Mascoma Wealth Management LLC
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Asset Dedication, LLC
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Prelude Capital Management, Llc
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S.A. Mason LLC
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BLPIX - Profunds - Bull Profund Investor Class
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Comerica Bank
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